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College Planning

Fund a Roth IRA For Your Child or Grandchild

Funding a Roth IRA for your child or grandchild Millions of high school and college aged children will have jobs this summer.  This presents an opportunity to establish a retirement account in their name.  It can help instill a lifelong saving habit and you can help them get started with a contribution.  As long as […]

College Savings Season

As we enter the month of May, the end of the school year is in sight. It’s a big time of year for students and parents alike. Whether your student is finishing kindergarten or graduating high school, it’s at this juncture when the future often starts to come into focus. No matter their age, many […]

Baby Has Arrived…Now What?

In 2017, the U.S. Census stated that a new baby was born in the United States every eight seconds. I’m not sure what the numbers will look like for 2018, but my family is now part of the statistics! We welcomed a baby boy into our family last month. A new dependent brings immense responsibilities, […]